J. "Curry" Nicholson, Jr. LPL Financial Planner 502-394-0400

My Philosophy
I provide personalized and comprehensive financial planning for my clients through my affiliation with LPL Financial.  My approach is based on the understanding of a client’s needs and goals and implementing planning and investment strategies aligned to meet the client’s objectives.   I pride myself in honesty, loyalty and providing unbiased information to those I serve.  I believe that these characteristics are vital in establishing long-term business relationships—not just accounts.

My practice is geared toward addressing education funding, large asset purchase accumulation, retirement accumulation and income distribution, development of efficient wealth transfer strategies, and risk management strategies including; disability income, long term care, and life insurance planning for individuals.  For corporate clients, employee benefit analysis and retirement plan design and investment management are of paramount importance. 

Formal Education & Experience
Bachelors of Arts in Finance & Economics- University of Kentucky, 2005
Series 7 & 66 Security registrations held with LPL Financial
Life & Health licenses, KY, IN
Securities registrations in the following states; Connecticut, Indiana, Kentucky
LPL Financial Planner – Kentucky Planning Partners, LLC 2/2007

Memberships
Jeffersontown Chamber of Commerce

Civic Involvement
Boy Scouts of America volunteer; hold rank of Eagle Scout
Habitat for Humanity, volunteer
Chairman, Louisville Concours d’ Elegance, f.b.o. Brooklawn Child and Family Services
Anchorage Presbyterian Church, member

Personal
My family and friends are my life. My parents are Judge (ret.) James C. and Sarah S. Nicholson. I have two sisters, Lauren and my twin Elizabeth. In my spare time, I enjoy golf, skiing, and traveling.